JBH & The Good Guys: Animal Spirits - More Crouching Tiger, Less Fluffy Bunny
Edgware called for some animal spirits from JB Hi-Fi in its pursuit of The Good Guys. It is a once in a generation opportunity to reshape the...
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Kogan.com - Kompound Returns
Edgware initiated coverage on Kogan.com after its recent ASX-listing. We are the second broker to cover the online retailer besides the IPO broker....
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Harvey Norman Firing on All Cylinders as All Stars Align, but We See Significant Downside
No-moat Harvey Norman reported underlying earnings of AUD 371 million in fiscal 2016, up 38% from the previous year. We adjust this figure by after...
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Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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